TCM

Timpani Capital Management Portfolio holdings

AUM $209M
1-Year Est. Return 62.15%
This Quarter Est. Return
1 Year Est. Return
+62.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$4.83M
3
+$4.49M
4
HOME
At Home Group Inc.
HOME
+$3.84M
5
KMG
KMG Chemicals Inc
KMG
+$3.76M

Top Sells

1
+$3.65M
2
+$3.44M
3
+$3.41M
4
KNX icon
Knight Transportation
KNX
+$3.17M
5
NTNX icon
Nutanix
NTNX
+$2.94M

Sector Composition

1 Technology 26.56%
2 Healthcare 19.86%
3 Industrials 15.14%
4 Consumer Discretionary 13.15%
5 Consumer Staples 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.42M 0.42%
89,046
+12,514
77
$1.34M 0.39%
34,960
-82,850
78
$1.31M 0.39%
+389,067
79
$1.3M 0.38%
37,716
-49,876
80
$1.27M 0.37%
80,568
-164,711
81
$1.25M 0.37%
30,776
-18,222
82
$1.13M 0.33%
+36,651
83
$1.12M 0.33%
+46,280
84
$1.12M 0.33%
21,410
-10,304
85
$1.07M 0.32%
51,880
-38,821
86
$1.07M 0.31%
+60,942
87
$978K 0.29%
+28,622
88
$925K 0.27%
+44,590
89
$917K 0.27%
+255,237
90
$738K 0.22%
+35,555
91
$450K 0.13%
+60,238
92
$330K 0.1%
+12,395
93
$313K 0.09%
+77,591
94
$247K 0.07%
+10,431
95
– –
-31,024
96
– –
-61,032
97
– –
-42,978
98
– –
-59,311
99
– –
-64,332
100
– –
-78,746
1 2 3
4
5